EZLynx is excited to announce its new Real-Time Messaging expansion with Travelers. This integration with EZLynx Management System notifies agents with real-time updates whenever a customer initiates an Auto policy change request in the Travelers self-service portal.
When these automated notifications arrive, EZLynx Workspace generates a notification to the agency, associates the new information with the policy, and facilitates a reminder to reach out to the customer.
Prior to this integration, independent agents would not be informed of policy changes initiated in the carrier’s self-service portal until after the change had been fully processed and the policy had downloaded into the agency management system. In the meantime, agents could find themselves in conversation with their clients, unaware of their most recent policy changes or what prompted them.
“In the increasingly competitive world of personal lines insurance, agents are expected to provide unique value propositions both to clients and the carriers that insure them,” said EZLynx Product Manager Vijay Rengarajan. “Insurance shoppers demand a deeper, more tailored experience, and agencies are turning to technology to drive these more meaningful human interactions.”
This latest integration between Travelers and EZLynx empowers agents and strengthens their role as trusted advisor to clients with Travelers policies.
“Agents are supportive of self-service technology, but they also want the ability to stay involved with and connected to their customers to offer guidance when a policy change is made,” said Ron Berg, Executive Director – Agents Council for Technology / Independent Insurance Agents & Brokers of America. “The real-time notifications now available to agents through EZLynx and Travelers are examples of tools that will help to build a more efficient partnership between carriers and agents to better support their mutual customers.”
Key Benefits of Real-Time Messaging
• Better and faster integration/communication between agents and Travelers
• Promote transparency between the carrier, agents and insureds
• Proactive agency-level policy servicing
• Empower agents to be trusted advisors via real time updates